Filed April 21, 2009 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,659,105 |
BLACKROCK5+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $752,166 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $537,735 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $95,820 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON ANDREWS KURTH Service code 29 · EIN 54-0572269 | Legal | $7,620 |
MERCER5+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $6,743 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,884 | $143,368+117.5% | $87,102+258.1% | $89,609+248.0% |
| Participation rate | 99.6% | 88.2%+11.4pp | 76.9%+22.8pp | 69.6%+30.1pp |
| Annual return | 24.54% | 28.55%-4.0pp | 28.19%-3.7pp | 33.65%-9.1pp |
| Employer contribution / active EE | $5,677 | $4,012+41.5% | $2,521+125.2% | $2,584+119.7% |
| Participant deferral / active EE | $12,260 | $7,129+72.0% | $4,048+202.8% | $4,222+190.4% |
| Admin fee / account holder | $166 | $61+172.5% | $7,493-97.8% | $72+131.5% |